See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,112 | $81,632-70.5% | $70,449-65.8% | $158,922-84.8% |
| Participation rate | 57.1% | 77.7%-20.6pp | 75.1%-17.9pp | 82.0%-24.8pp |
| Annual return | 18.82% | 208.40%-189.6pp | 109.03%-90.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,932 | $3,217-8.8% | $2,737+7.2% | $4,761-38.4% |
| Participant deferral / active EE | $2,914 | $4,554-36.0% | $3,709-21.4% | $5,982-51.3% |
| Admin fee / account holder | $149 | $6,193-97.6% | $3,845-96.1% | $11,246-98.7% |